Solution introduction

Matching people with suitable solutions, through engaging financial planning

So people can fund the life they want

Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of:

  • Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results.
  • Control – Drive conversion. Control the flow of client assets.
  • Productivity – Proven gains. Up to +275%. Streamline the wealth and financial planning process.
  • Oversight – Deliver regulatory, board level oversight across wealth and financial planning businesses.
  • Suitability – Evidence suitability in a single system. Eliminate miscalibration risk and unsuitable investment recommendations.
  • Engagement – Reduce attrition with engaging financial planning and innovative digital experiences.

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